Big Short Investor Explains How the AI Bubble Could Burst
Steve Eisman argues the AI boom rests on a handful of companies and hundreds of billions in infrastructure spending, risking recession and a sharp market correction.
Monday, November 9, 2026
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Barbarian Capital on X
"has become a political lightning rod in Virginia" Giant Merger of NextEra and Dominion Could Fail Amid Anger Over Electricity Bills $D $NEE
Barbarian Capital on X
Skydance Plans to Cut $6 Billion in Costs Following Warner Bros. Deal $SKYD
Barbarian Capital on X
"pre-orders for “GTA VI,” which drops Nov. 19, have reached unprecedented levels" Take-Two Interactive Software Reports Lower Revenue Ahead of ‘GTA VI’ Launch $TTWO
Barbarian Capital on X
"after third-quarter sales came in lower than expected" Hims & Hers Narrows Sales Outlook $HIMS
Barbarian Capital on X
JBS Reports Lower Profit, Citing Difficult Operating Environment $JBS
Barbarian Capital on X
"signed a preliminary deal Monday to explore investments" Exxon Takes First Step Toward Investing in Venezuela $XOM
A Capital on X
Opening salvo or broken deal? $GFL
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8BSN $31B
- Rathbones October 2026 SBGSF $143BSIEGY $237B
- FCL Capital October 2026 ANPDF $28BASML $575B
- Protean Funds October 2026 AAK $4.6BLFABF $13B
- Horizon Kinetics 3rd Quarter 2026 TPL $19BLB $5.1B
- NS Partners Q3 2026 AAVMY $39BALBKY $12B
- Invesco — Discovery Fund Q3 2026 MOD $5.2BSMTC $8.5B
- Akre Capital Management, LLC Third Quarter 2026 BN $96BCNSWF $53B
Anthropic vs Meta: Room to Be Wrong
Anthropic and Meta carry $1.5 trillion valuations on distinct AI bets: Meta directs roughly 60% of capex to MSL, while Anthropic shifts…
Quick Value #337 - Dana Inc (DAN)
Dana is combining with Eaton’s Mobility unit via a 1Q27 Reverse Morris Trust after selling a division, delevering and accelerating buybacks.
SSR Mining: A Very Well Positioned Company For Long Term Growth
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STRL: 80 new electricians a week
Sterling’s $4.1 billion backlog faces Texas permitting risk after a governor proposed a moratorium, while Connexion, Capital Asset Planning…
One Regulator Could Soon Unlock Altria And Cronos' Cannabis Fortune
Adult-use cannabis rescheduling would open Altria’s 42% Cronos stake to a U.S. market rerating.
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Roblox: Capture This Moment
Roblox’s Q3 FY26 DAUs fell year over year for the first time, while bookings declined 12% to $1.7 billion.
DoorDash and Google
DoorDash and Google.
Nova: Chip Complexity Is Driving Impressive Growth
Nova Ltd.'s Q3 revenue rose 28.2% as GAA, HBM, advanced DRAM and packaging complexity lifted demand, pushing non-GAAP margins to 35.5%.
Daniel James 1 click
The TL Podcast for November 9th: The spy who loved me
Nvidia CEO Jensen Huang faced new revelations after a week of political upheaval and a broad technology-stock sell-off.
Jensen Huang’s Affair, The Culper Report, Huang’s Righteousness
Nvidia CEO Jensen Huang faces an unverified allegation involving a Chinese spy.
OKLO · short Oklo INC
Oklo is framed as a portfolio basket short and a concept company that could become a compounding short.
Open Models & American Diffusion; Nvidia & Poolside
Nvidia’s $6 billion Poolside licensing deal aims to build a leading U.S.
Making sense of Sandisk’s long-term financial model
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QXO Inc.
QXO is building a North American construction-products distributor through Beacon, Kodiak and TopBuild, targeting $18.1 billion of combined…
Working Longs & Shorts, What A Way To Make A Living
Nvidia’s earnings report follows Danny’s pre-results long NVDA call and prompts a review of his “Bullmonia.
Late August 2026 Random Ramblings
Higher rates could compress equity multiples and raise AI data center lease costs, while UWMC and Cogent raise questions about CEO-driven…
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UK equities trade at decades-wide discounts to developed-market peers as improving sentiment, capital reform and foreign M&A support a…
Nvidia Climbing the Wall of Worries
Nvidia guided FY2028 revenue toward $700 billion, roughly 70% growth, while supply constraints and neocloud demand face concerns over…
Ondas Inc. (NASDAQ: ONDS) q2’26 Earnings Update
Ondas reported $83 million in Q2 2026 revenue and seven acquisitions year-to-date, building its Ondas One autonomous drone platform around…
ACIW 2026-08-27 ACI Worldwide: An Undercovered Payments Compounder Getting Better
ACI Worldwide’s payment software segment grew 9% with a 48% adjusted EBITDA margin, while the company targets 50-60% of operating cash flow…
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